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Analyst – Strategy & Business Management
| Company | Bank of Montreal |
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| Location | Toronto, ON, Canada |
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| Salary | $44500 – $82500 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Junior |
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Requirements
- Undergraduate degree with a focus on Business, Economics, or Finance/Accounting
- 1-2 years of relevant business support or business analysis experience, preferably in Capital Markets or Financial Services
- Previous experience in financial analysis and modelling is an asset
- Strong analytical and mathematical capabilities
- High proficiency in MS Office products (Excel, Word, PowerPoint)
- Familiarity with various market data software including Bloomberg, Dealogic and Factset is an asset
- Strong written and oral communication skills
- Strong interpersonal skills working collaboratively in a team environment
- Exceptional prioritization, time management and organization when dealing with competing priorities
- Interest and ability to work in a fast paced, dynamic environment
- Excellent attention to detail, quality control and ability to learn and adapt quickly
- High degree of collaboration and composed presence with multiple cross-functional teams across all levels of seniority.
Responsibilities
- Build and maintain key financial planning and analytic models related to all aspects of financial and performance reporting as well as key income statement / balance sheet drivers
- Assist in the planning/design and development of integrated confidential reports and updates on key Global I&CB performance objectives (both financial and non-financial), group business plans and strategic initiatives
- Prepare, source and analyze external and internal data on a variety of topics including market and competitive environment, competitor fee share data, league table data, expenses, etc.
- Expectation to keep current on industry trends in investment and corporate banking
- Ability to manage time accordingly – shifting focus and priorities between recurring tasks and ad hoc requests from senior management
- Work with the team to develop the financial plan for the Global I&CB business as part of the annual planning process, including financial analysis of key growth initiatives
- Regular update and tracking of financial and operational metrics including the identification of potential areas of opportunity or concern for the Global I&CB business or for specific areas within I&CB
- Actively engage in all elements of quarter end deliverables to help management assess and track business performance, including quarterly highlights, key presentation materials for the business and Executive Leadership, board slides, etc
- Assist in preparing quarterly business commentary and slides for Global I&CB, including analysis of our competitive position in Canada and the U.S.
- Prepare presentations and materials for senior leaders and executives on business performance and initiatives as well as for communication and strategy related meetings that take place throughout the year
- Assist in managing the monthly pipeline forecast process
- Work in partnership with SP&FA team, the broader SBM team as well as with various stakeholders across the firm to deliver business presentations and updates, key initiatives, and ad hoc requests.
Preferred Qualifications
- Previous experience in financial analysis and modelling is an asset
- Familiarity with various market data software including Bloomberg, Dealogic and Factset is an asset.
